Chad Holmes

Chad Holmes operates in our Fort Worth office, serving as a manager in our Wealth Management group. In addition to being a CERTIFIED FINANCIAL PLANNERTM (CFP®), a Certified Public Accountant (CPA), and Chartered Retirement Plan SpecialistSM (CRPS®), he holds the Series 65 License (Licensed Investment Advisor Representative) and the Group 1 License- Texas Department of Insurance.

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